Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 55 U.S. retirement plans report holding JPMorgan US Small Company R6 in their Schedule of Assets, totaling $13.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AEROVIRONMENT, INC. AEROVIRONMENT, INC. P/S AND SALARY DEFERRAL 401 K PLAN | SIMI VALLEY CA | 1,297 | $259.8M | $3.3M |
| 2 | JSJ CORPORATION JSJ CORPORATION RETIREMENT SAVINGS AND INVESTMENT PLAN | GRAND HAVEN MI | 927 | $128.2M | $2.0M |
| 3 | HANNA, BROPHY, MACLEAN, MCALEER |
OAKLAND CA |
| 255 |
| $36.0M |
| $1.4M |
| 4 | CUSTOMER VALUE PARTNERS, LLC CVP RETIREMENT SAVINGS PLAN | WASHINGTON DC | 519 | $62.4M | $920K |
| 5 | ALCAMI CAROLINAS CORPORATION ALCAMI CORPORATION 401(K) PLAN | WILMINGTON NC | 937 | $102.3M | $858K |
| 6 | CENTERPOINT PROPERTIES TRUST CENTERPOINT PROPERTIES TRUST 401(K) PLAN | OAKBROOK IL | 143 | $55.8M | $719K |
| 7 | OAKMONT MANAGEMENT GROUP LLC OAKMONT MANAGEMENT GROUP LLC 401(K) PLAN | IRVINE CA | 6,467 | $32.1M | $343K |
| 8 | REDPATH USA CORPORATION REDPATH USA CORPORATION 401(K) PLAN | SPARKS NV | 331 | $24.6M | $320K |
| 9 | NUVOLO TECHNOLOGIES CORPORATION NUVOLO TECHNOLOGIES CORPORATION 401K PLAN | WELLESLEY MA | 0 | $4.8M | $261K |
| 10 | SMITH, DEBNAM, NARRON, DRAKE, SAINTSING & MYERS LLP SMITH DEBNAM 401(K) PLAN | RALEIGH NC | 103 | $19.8M | $202K |
